David Herwerden (CRD# 4924551) is an Investment Advisor Representative working at Westpoint Wealth Management, LLC in Berea, OH and has over 18 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Westpoint Wealth Management, LLC | Berea, OH | Oct 2020 - Current | 3 |
Westpoint Wealth Management, LLC | Berea, OH | Sep 2020 - Current | 3 |
Westpoint Wealth Management, LLC | Berea, OH | Oct 2015 - Current | 8 |
Gross Investments LLC | Brunswick, OH | Nov 2020 - Jun 2022 | 1 |
Amfg Wealth Management | Westlake, OH | Sep 2019 - Aug 2020 | < 1 |
Cetera Advisor Networks | El Segundo, CA | Feb 2017 - Oct 2019 | 2 |
Ameritas Investment Corp | Lincoln, NE | Mar 2016 - Feb 2017 | < 1 |
Unemployed | Middleburg Heights, OH | May 2015 - Feb 2016 | < 1 |
Spooner, Inc. | Westlake, OH | Feb 2008 - May 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2005 |
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- FL
- OH
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts752ACCOUNTS
-
Average Account Value$78,836
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, OH, SC
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